David Sweet Email & Phone Number
Founder
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David Sweet Location
- Brea, CA, US
David Sweet Work
- 2009 -now Founder @ DES Financial Group, LLC
- 2002 -2009 Financial Advisor @ Edward Jones
David Sweet Education
- UC Irvine
CFP (Personal Financial Planning)
2005-2006 - California State University, Fullerton
Bachelor (Business Management)
1992-1996
David Sweet Skills
- Wealth Management
- Finance
- Financial Services
- Asset Management
- Securities
- Wealth
- Financial Risk
- Investments
- Strategic Financial Planning
- Investment Advisory
- Portfolio Management
- Estate Planning
- Asset Allocation
- Small Business
- Tax
- 401k
- Alternative Investments
- Insurance
- Retirement
- Leadership
- Business Development
- Microsoft Office
- Microsoft Excel
- Customer Service
- Startups
- Financial Reporting
David Sweet Summary
- David Sweet, based in Brea, CA, US, is currently a Founder at DES Financial Group, LLC. David Sweet brings experience from previous roles at Edward Jones. David Sweet holds a 2005 - 2006 CFP in Personal Financial Planning @ UC Irvine. With a robust skill set that includes Wealth Management, Finance, Financial Services, Asset Management, Securities and more. David Sweet has 1 mobile phone numbers on RocketReach.
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